2021-01-26T13:31:39-06:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 9901 IH-10 WEST STE 350 SAN ANTONIO TX 78230 990 2019-07-01 741948646 MEALS ON WHEELS SAN ANTONIO MEAL 2107355115 4306 NW LOOP 410 SAN ANTONIO TX 78229 VINSEN FARIS CEO 2107355115 2021-01-26 1 JENNIFER SIEMER P01263648 2102987900 2021-01-26 2019 2022-09-23 18:48:47Z VINSEN FARIS 4306 NW LOOP 410 SAN ANTONIO TX 78229 13199679 0 X WWW.MOWSATX.ORG X 1977 TX PROVIDE SERVICES TO SENIORS ALLOWING THEM TO AGE IN PLACE WITH DIGNITY AND INDEPENDENCE. 15 15 146 756 0 0 6361476 12295435 972295 825016 91439 55386 12917 -8790 7438127 13167047 42390 69555 0 0 3878311 4325665 144000 210000 1207109 3740215 3968677 7804916 8573897 -366789 4593150 9582628 15030285 700656 1385484 8881972 13644801 PROVIDE SERVICES THROUGH TWO PROGRAMS, MEALS ON WHEELS AND GRACE PLACE ALZHEIMER'S ACTIVITY CENTERS, WHICH FOCUS ON NOURISHING LIVES, ENABLING INDEPENDENCE AND CARING FOR THE MOST FRAIL AND ISOLATED RESIDENTS IN THE SAN ANTONIO COMMUNITY. 0 0 5562666 44663 523891 MEALS ON WHEELS PROVIDES HOT, HEALTHY AND DELICIOUS LUNCH TIME MEALS TO SENIORS AND THOSE WHO HAVE DIFFICULTY LEAVING THEIR HOMES AND ARE UNABLE TO PREPARE A MEAL FOR THEMSELVES. IN FY20, DEDICATED VOLUNTEERS TRAVELED ACROSS THE CITY TO DELIVER OVER 1,137,000 HOT MEALS AND ALSO PROVIDED DAILY SAFETY CHECKS AND OPPORTUNITIES FOR SOCIALIZATION. VOLUNTEERS OFFERED ADDITIONAL SOCIALIZATION AND FRIENDSHIP TO 78 CLIENTS THROUGH THE FRIENDLY VISITOR PROGRAM, AND THE ANIMEALS' VOLUNTEERS DELIVERED OVER 20,000 POUNDS OF PET FOOD TO 367 SENIORS WHO WOULD OTHERWISE RISK THEIR OWN HEALTH TO SHARE THEIR MEALS WITH THEIR ANIMAL COMPANIONS. THE COMFY CASAS PROGRAM IMPROVED LIVING CONDITIONS BY PROVIDING FANS, AIR CONDITIONERS AND HEATERS TO 560 SENIORS DURING THE SUMMER AND WINTER MONTHS. 1085177 24892 301834 GRACE PLACE ALZHEIMER'S ACTIVITY CENTERS PROVIDE SERVICES TO SENIORS WITH ALZHEIMER'S AND OTHER DEMENTIA RELATED DISEASES. IN FY20, STAFF TRAINED IN DEMENTIA CARE PROVIDED SAFE, NURTURING, ABILITY-FOCUSED ACTIVITIES AND ENCOURAGEMENT TO 284 PROGRAM PARTICIPANTS. RESPITE, ON-GOING EDUCATION AND SUPPORT ARE PROVIDED TO CAREGIVERS THROUGH THIS PROGRAM. THE GOAL IS TO ALLEVIATE STRESS BY PROVIDING AFFORDABLE AND SAFE CARE SO CLIENTS AND THEIR FAMILIES HAVE HEALTHIER, MORE BALANCED LIVES. GRACE PLACE PROGRAMS ALLOW SENIORS TO STAY IN THEIR OWN HOME OR THEIR FAMILY MEMBERS' HOME AS LONG AS POSSIBLE, PREVENTING THE DECLINE IN HEALTH AND HIGH COSTS THAT COME WITH LIVING IN A CARE FACILITY. 6647843 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 146 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X VINSEN FARIS 2107355115 4306 NW LOOP 410 SAN ANTONIO TX 78229 STEVEN DEAN PRESIDENT 1.00 X X 0 0 0 TOM FITZSIMMONS VICE PRESIDENT 1.00 X X 0 0 0 ELIZABETH GULICK SECRETARY 1.00 X X 0 0 0 JAMES FRENCH TREASURER 1.00 X X 0 0 0 JONATHAN AMATO TRUSTEE 1.00 X 0 0 0 AIDA CASTRO-SNYDER TRUSTEE 1.00 X 0 0 0 ERICA GIESE TRUSTEE 1.00 X 0 0 0 KRISTEEN KESSLER TRUSTEE 1.00 X 0 0 0 SARAH MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 GEORGE MULLER TRUSTEE 1.00 X 0 0 0 JEFF SEIDEL TRUSTEE 1.00 X 0 0 0 SANDY SULLIVAN TRUSTEE 1.00 X 0 0 0 JOHN P WALKER TRUSTEE 1.00 X 0 0 0 BOB BETTAC TRUSTEE 1.00 X 0 0 0 VINSEN FARIS CEO 40.00 X 127727 0 11872 CURTIS RUDER CFO 40.00 X 86984 0 10061 214711 0 21933 1 0 0 0 LPA INC PO BOX 7399 NEWPORT BEACH CA 92658 ARCHITECT SERVICES 405622 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 PROFESSIONAL FUNDRAISERS 384096 LEE ASSOCIATES PO BOX 15018 SAN ANTONIO TX 78212 PROFESSIONAL FUNDRAISERS 144000 3 X 245259 89692 4098762 7861722 40008 12295435 MEALS ON WHEELS PROGRAM 624210 523182 523182 GRACE PLACE 624110 301834 301834 825016 41997 41997 32232 4290 18158 4975 14074 -685 13389 13389 0 89692 9499 -9499 -9499 MISCELLANEOUS INCOME 624210 709 709 709 13167047 825725 0 45887 69555 69555 273749 81849 60639 131261 3296373 2707745 247742 340886 123068 87544 29503 6021 362594 325788 16229 20577 269881 207714 29355 32812 8978 8978 85728 412 85316 5000 5000 210000 210000 17059 17059 271694 220255 20822 30617 93279 39455 53824 462160 62524 37846 361790 38145 26380 10775 990 236468 181600 52566 2302 51965 41312 8277 2376 23677 7805 11845 4027 18393 7339 11054 273333 249136 20916 3281 32288 21510 5521 5257 FOOD AND KITCHEN SUPPLI 2097558 2097175 383 VEHICLE EXPENSES 220024 219982 20 22 BAD DEBT 24840 24840 MISCELLANEOUS 8088 7378 27 683 8573897 6647843 718945 1207109 315583 660648 52318 574372 168518 1981207 793141 1421410 162043 275566 7821010 2518662 5449939 5302348 2414280 4132918 226806 681816 9582628 15030285 414326 611284 36330 250000 774200 700656 1385484 X 8119097 9551799 762875 4093002 8881972 13644801 9582628 15030285 4593150 169679 0 X X 0 1 X 1 1 1 X 6121105 5998591 6186592 6361476 12295435 36963199 6121105 5998591 6186592 6361476 12295435 36963199 2081664 34881535 12758 17216 115447 125093 41997 312511 25819 18039 1168 11932 709 57667 37333377 5482499 0.93430 0.97320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 25,819. 2016 AMOUNT: $ 18,039. 2017 AMOUNT: $ 1,168. 2018 AMOUNT: $ 11,932. 2019 AMOUNT: $ 709. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 5000 0 0 0 5000 0 PART II-B, LINE 1: MEALS ON WHEELS SAN ANTONIO GIVES FUNDS TO MEALS ON WHEELS ASSOCIATION OF TEXAS WHO CONDUCTS STATE AND NATIONAL LEGISLATIVE ADVOCACY ON ISSUES OF IMPORTANCE TO MEALS-SERVING ORGANIZATIONS FOR SENIORS AND ADULTS WITH DISABILITIES IN NEED OF NUTRITIONAL SUPPORT. 184207 18312 14156 188363 170051 14156 184207 1.00000 0 0 3142261 3142261 2980912 1308118 1672794 1035452 693156 342296 662385 517388 144997 5302348 X 13307634 169679 -21532 148147 13159487 17059 -9499 7560 13167047 8544805 9499 9499 8535306 17059 21532 38591 8573897 PART V, LINE 4: THE COLONEL MARJORIE A. FERRANDINO ENDOWMENT FUNDS CONSIST OF 3 INDIVIDUAL FUNDS ESTABLISHED BY THE DONOR TO PROVIDE ANNUAL FUNDING FOR PROGRAMS. AS REQUIRED BY THE GOVERNING DOCUMENT, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR THE MEALS ON WHEELS PROGRAM, GRACE PLACE PROGRAM, AND FRIENDLY VISITORS ACTIVITIES. PART X, LINE 2: MEALS ON WHEELS SAN ANTONIO (MOWSA) IS ORGANIZED AS A TEXAS NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. MOWSA IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) ANNUALLY WITH THE IRS. IN ADDITION, MOWSA MAY BE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. MOWSA HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MOWSA BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES WOULD BE RECOGNIZED IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES WERE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: GRACE PLACE SCHOLARSHIPS NETTED DIRECTLY AGAINST REVENUE -21,532. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -9,499. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 9,499. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRACE PLACE SCHOLARSHIPS NETTED DIRECTLY AGAINST REVENUE 21,532. X X X X X 1 LEE ASSOCIATES PO BOX 15018 SAN ANTONIO TX 78212 CAPITAL CAMPAIGN ADMINISTRATION 0 3283238 144000 3139238 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 CONSULTS ON DIRECT MAIL CAMPAIGN 0 776500 66000 710500 4059738 210000 3849738 TX LUNCHEON 89692 89692 9499 89692 89692 9499 9499 -9499 SCHEDULE G, PART I, LINE 2B, COLUMN (V) WRITTEN AGREEMENT PROVIDES FOR THE PAYMENT OF FEES AND ALSO FOR THE PAYMENT OF FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, MAILING LIST, ETC. THE ORGANIZATION DISTINGUISHES PAYMENTS FOR SERVICES FROM EXPENSE PAYMENTS ACCORDINGLY AND RECORDS THEM IN SEPARATE GENERAL LEDGER ACCOUNTS. 1 GRACE PLACE SCHOLARSHIPS 15 21532 BOOK VALUE DISCOUNTS APPLIED TO MONTHLY BILLINGS LOCAL BUS TICKETS 168 3360 BOOK VALUE LOCAL BUS TICKETS MINOR HOME MODIFICATIONS 560 44663 BOOK VALUE MINOR HOME REPAIRS TO AC UNITS, PROVIDE SPACE HEATERS PART I, LINE 2: GRACE PLACE CLIENTS APPLY FOR SCHOLARSHIPS; DISCOUNTS ARE APPLIED DIRECTLY AGAINST MONTHLY BILLINGS. BUS TICKETS ARE PROVIDED TO CLIENTS AS MANDATED BY THE VETERANS ADMINISTRATION. MINOR HOME MODIFICATIONS SUCH AS AC UNITS, FANS, SPACE HEATERS, MICROWAVES, AND FRIDGES, ARE PROVIDED TO MEALS ON WHEELS CLIENTS WITHIN GRANT SPECIFICATIONS. X 2 35500 FAIR VALUE X 3 TON 14 SEER UNIT 1 4508 FAIR VALUE 0 0 0 PART I, COLUMN (B): INCLUDED IN THIS COLUMN IS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN BOARD OF TRUSTEES MEETINGS, AND ALL ACTIONS TAKEN SHALL BE SUBJECT TO DISCUSSION AND APPROVAL BY THE BOARD OF TRUSTEES AT THEIR NEXT MEETING. THE EXECUTIVE COMMITTEE SHALL BE MADE UP OF THE BOARD CHAIR, VICE-CHAIR, TREASURER, SECRETARY, AND IMMEDIATE PAST CHAIR. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 WILL BE REVIEWED FIRST BY THE CFO AND CEO, THEN BY THE FINANCE COMMITTEE, AND FINALLY BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND TRUSTEES ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. UPON HIRE, EMPLOYEES FILL OUT THE DISCLOSURE FORM AT ORIENTATION AND THEN ANNUALLY THEREAFTER. UPON APPOINTMENT, TRUSTEES FILL OUT THE DISCLOSURE FORM AND THEN ANNUALLY THEREAFTER. DISCLOSURE FORMS ARE RETAINED IN PERSONNEL FILES FOR EMPLOYEES AND ON FILE WITH THE CEO FOR TRUSTEES. EMPLOYEE CONFLICTS WOULD FIRST BE REVIEWED BY THE COO WITH INPUT FROM THE CEO AS WARRANTED. TRUSTEE CONFLICTS WOULD BE REVIEWED BY THE CEO WITH INPUT FROM THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS EVALUATED ANNUALLY BY THE BOARD OF TRUSTEES. INPUT INTO THE EVALUATION IS SOUGHT BY TRUSTEES AND STAFF AND COMPILED BY EXECUTIVE COMMITTEE. THE REPORT IS THEN SHARED WITH THE CEO AND FILED IN HIS PERSONNEL FILE. UPON HIRE THE ORGANIZATION UTILIZED THE WERLING STUDY TO BENCHMARK COMPENSATION. AFTER HIRE, COMPENSATION CHANGES ARE EVALUATED BY THE BOARD BASED UPON PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE PUBLISHED ONLINE AT GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PART VII, LINE 8A: THE ANNUAL LUNCHEON WAS SCHEDULED TO BE HELD IN MARCH 2020 BUT IT WAS CANCELLED DUE TO THE COVID-19 PANDEMIC. ALL GROSS INCOME FROM FUNDRAISING EVENT WAS TREATED AS CONTRIBUTIONS. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.